Nvidia’s (NVDA) rise from a gaming pure-play to an AI kingmaker has been nothing short of amazing. With cloud czars zooming to build the future with Nvidia chips at the heart of it, the company has become the cornerstone of a niche few even saw coming.

Trump said he originally thought of breaking up Nvidia to create more competition in the chip market., Technology & Science, Times Now

Trump’s new AI plan pushes deregulation, attacks “woke” models, and speeds chip factory development as OpenAI, xAI, and Nvidia drive global infrastructure expansion.

The leaders of America’s chip giants cheered the president’s artificial intelligence orders, which could help boost the domestic semiconductor industry.

In automotive, MediaTek’s Dimensity Auto cockpit platform now integrates Nvidia RTX GPUs for advanced in-vehicle graphics and compute tasks. On the edge AI front, Nvidia’s TAO toolkit works alongside MediaTek’s NeuroPilot SDK, streamlining model training and deployment.

NVIDIA CEO and co-founder Jensen Huang commends President Donald Trump’s A.I. agenda and outlines what the country's job future will look like on 'Special Report.'

So, now, let's consider what's set to happen on Aug. 27, and that's the tech giant's second-quarter earnings report. A couple of months ago, I wrote about Nvidia stock's performance after earnings reports, and it's shown a trend of gains. That may offer investors a reason to be optimistic about post-earnings performance.

Despite LIDR stock's surge, AEye's valuation remains attractive given its modest market cap and early-stage revenue. Click here to find out why LIDR is a Buy.